Understanding the challenges women investors face and how we help

FINANCIAL GUIDANCE for women in transition

We know that a life-changing event such as divorce or widowhood can be an emotionally fragile and vulnerable time. While losing your spouse can have major financial implications, it’s probably the last thing you want to deal with at this moment. That’s why we’re here to give you all the support and guidance you need.

To help in marital transition, we can guide you through the financial part of the divorce settlement process to minimize surprises. For instance, what might first appear as an equal distribution of an asset may not be equal after considering the original cost basis and tax consequences of liquidating or transferring the assets. After a settlement has been reached, we can work with you to create a plan to support your lifestyle and pursue your future goals.

If recently widowed, we can help you with decisions to be made regarding issues such as life insurance proceeds, Social Security and the retitling of financial accounts. You may be afraid of outliving your savings or not having sufficient income each month to maintain your lifestyle. We can help ease your concerns by analyzing your situation and clearly laying out a path for moving forward and living independently.

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